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21专访|无锡半导体协会黄安君:城市发展半导体产业要因地制宜
Core Viewpoint - The semiconductor industry is highly globalized, and China is a significant player in this market, continuously advancing despite challenges. The "China-for-China" strategy proposed by foreign companies reflects this dynamic and indicates both opportunities and challenges for local chip manufacturers [1][3]. Group 1: Market Dynamics - The "China-for-China" strategy presents both opportunities and challenges for local chip manufacturers, offering chances for manufacturing and testing while increasing competitive pressure that compels domestic firms to enhance product performance and reduce prices [3]. - The semiconductor industry is characterized by its global nature, where no single country or city can achieve complete autonomy, necessitating collaboration and competition among various regions [4]. Group 2: Local Development Strategies - Wuxi has identified three key development directions: advanced packaging and testing, specialized processes, and equipment components, leveraging its foundational advantages to address the "bottleneck" issues in chip production [4]. - The importance of advanced packaging and testing is expected to surpass that of advanced processes in the post-Moore's Law era, highlighting Wuxi's commitment to leading technology and scale in this area [4]. Group 3: Regional Collaboration - Wuxi's semiconductor industry has a rich history, having participated in significant national projects since the 1960s, resulting in a comprehensive industrial chain that includes design, manufacturing, testing, materials, and equipment [5]. - Wuxi aims to differentiate its positioning and development from other cities in the Yangtze River Delta, focusing on its three key advantages while actively integrating into national strategies to build a competitive integrated circuit industry cluster [5].